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Eton Solutions vs FA Solutions Comparison
You are looking for alternatives to Eton Solutions. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
Eton Solutions
Category
Consolidated Reporting
USA-based Eton Solution's platform AtlasFive, leverages technology and processes for efficient transaction processing, data collection and reporting. Powered by risk-mitigating workflows and A.I, Atlas Five solves one of the most common industry challenges: inefficiency and a lack of timely and accurate data.
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FA Solutions
Category
Portfolio Management
Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do
Read moreCompany
Employees
100-500
Revenue
$5-10m
Founded
2015
Ownership
- Owned by management
- Key staff also have ownership
- Clients are also owners
- External investors (neither clients nor staff)
Incorporated
United States of America
Locations
- Chapel Hill
- Bangalore
Top 5 Markets
- Canada
- United States of America
Total AUM
$+300B
Avg. AUM per client
$1-20B
50-100
-
1999
- Owned by management
- Key staff also have ownership
Finland
- London
- Helsinki
- Stockholm
- Riga
- Norway
- Singapore
- Switzerland
- United Arab Emirates
- United Kingdom
$+100B
$500M-5B
Client
Focus
Single-Family Offices
Serves also
- Multi-Family Offices
- Financial advisors
Number
- 12 SFOs
- 6 MFOs
- 1 Business Manager
Multi-Family Offices
- Single-Family Offices
- Fund managers
- Financial advisors
- Banks
70
Product
Main tasks
- Accounting
- Consolidated Reporting
- CRM
- Governance
- Compliance
- Portfolio Management
- Data Aggregation
- Risk Management
Top features
- CRM
- Document Management
- General Ledger Data
- Aggregation
- Partnership and Trust Accounting
- A/P – Payments Processing
- Consolidated Reporting
- Portfolio Management
- Client Portal
- Risk Management
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance
- GDPR
- SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards
Whitelabel
Yes
- Accounting
- Consolidated Reporting
- CRM
- Governance
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio Management
- Trading (orders only)
- Data Aggregation
- Risk Management
- Impact/ESG Reporting
- Portfolio & Trade order management
- Analytics
- Compliance
- Corporate actions
- Fee management
- Reconciliation
- FA Client Front
- Reporting
- Accounting
- Client Management
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- AIFMD
- UCITS
Yes
Technology
Type Of Software
SaaS
Security
- Azure World Class Security Infrastructure and Security Monitoring Operations
- Fort Knox Cyber Security
- Customer supplied encryption keys (CSEK)
- Native Azure AD integration
- Identity federation, single sign-on and multi-factor authentication
- Real time security incident and event management
Ecosystem
Microsoft
Integrations
- Incoming bank feeds from many custodians and banks
- Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
- Integration with market data sources like Refinitiv APIs
Mobile App
Yes
SaaS
- Layers approach
- Two-factor authentication ISO Certified hosting partners
- SSL encryption
- 3rd party annual penetration test audit trail
- Microsoft
- Java
- MS Office
- M2 wealth
- Various custody connections
- Bloomberg
- MorningStar
- Nasdaq
- Calastone
- Azure
Yes
